Sage Rhino Capital LLC

Sage Rhino Capital LLC (CRD# 290148) is a financial advisory firm headquartered in Menlo Park, CA. They manage $712,243,670 in 1,442 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
525 Middlefield Road, Suite 119, Menlo Park, CA 94025
http://www.sagerhino.com
By the Numbers
  • Total Assets Under Management
    712
    MILLION
  • Total Number of Accounts
    1,442
    ACCOUNTS
  • Average Account Value
    $493,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TN, WA

Financial Advisors at Sage Rhino Capital LLC
Showing 1 - 6 of 6 top financial advisors.
1
Denise Farkas, financial advisor Menlo Park CA
Denise H. Farkas
CRD#: 5108996
525 Middlefield Road, Suite 119, Menlo Park, CA 94025

Denise Farkas (CRD# 5108996) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 18 years of experience in the finance industry.

2
Dana Franco-Young, financial advisor Menlo Park CA
Dana E. Franco-Young
CRD#: 3013692
525 Middlefield Road, Suite 119, Menlo Park, CA 94025

Dana Franco-Young (CRD# 3013692) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 23 years of experience in the finance industry.

3
Nicole Glazer, financial advisor Menlo Park CA
Nicole A. Glazer
CRD#: 6664364
525 Middlefield Road, Suite 119, Menlo Park, CA 94025

Nicole Glazer (CRD# 6664364) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 7 years of experience in the finance industry.

4
Igor Lotsvin, financial advisor Menlo Park CA
Igor B. Lotsvin
CRD#: 4425376
525 Middlefield Road, Suite 119, Menlo Park, CA 94025

Igor Lotsvin (CRD# 4425376) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.

5
Caroline Novak, financial advisor Menlo Park CA
Caroline Novak
CRD#: 4445598
525 Middlefield Road, Suite 119, Menlo Park, CA 94025

Caroline Novak (CRD# 4445598) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.

6
Laura Ponticello, financial advisor Menlo Park CA
Laura D. Ponticello
CRD#: 4672390
525 Middlefield Road, Suite 119, Menlo Park, CA 94025

Laura Ponticello (CRD# 4672390) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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